401(k)
2023 plan-year 401(k) DOL Form 5500

Hawthorne Residential Partners 401(k) Profit Sharing Plan & Trust

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Hawthorne Residential Partners · North Carolina · Real Estate

What the 2023 filing shows

Hawthorne Residential Partners 401(k) Profit Sharing Plan & Trust holds $20M for 1,156 participants — about $17,269 per participant, up 42.8% over the 2023 plan year.

$20M
total plan assets (2023 EOY)
1,156
covered participants
$17,269
avg assets per participant
+42.8%
assets growth YoY
Total Assets (2023)
$20M
Participants
1,156
Industry
Real Estate

What the Filing Says About Hawthorne Residential Partners 401(k) Profit Sharing Plan & Trust

Hawthorne Residential Partners 401(k) Profit Sharing Plan & Trust is a 401(k) retirement plan sponsored by Hawthorne Residential Partners, headquartered in North Carolina. As of the 2023 Form 5500 filing, the plan reports $20M in total end-of-year assets and covers 1,156 participants across the Real Estate industry. The sponsor's EIN on file with the U.S. Department of Labor is 264141876, and the plan has been effective since 2010-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $14M at the beginning of 2023 to $20M at year-end — a gain of 42.8%. Net assets (after liabilities) closed the year at $20M, with reported net income of $6M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$14M
Total Assets (End of Year)$20M
Net Assets (End of Year)$20M
Net Income$6M
Plan Type401(k)
Employer EIN264141876
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hawthorne Residential Partners)

Year Plans Participants Total Assets
2022 1 921 $14M
2023 1 1,156 $20M
2024 1 1,268 $27M

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Frequently Asked Questions

How much money is in the Hawthorne Residential Partners 401(k) Profit Sharing Plan & Trust?
As of the 2023 Form 5500 filing, Hawthorne Residential Partners 401(k) Profit Sharing Plan & Trust holds $20M in total assets with 1,156 participants. It is sponsored by Hawthorne Residential Partners.
What type of plan is Hawthorne Residential Partners 401(k) Profit Sharing Plan & Trust?
Hawthorne Residential Partners 401(k) Profit Sharing Plan & Trust is a 401(k) plan. It has been effective since 2010-01-01. The plan is filed with the U.S. Department of Labor under EIN 264141876.
Who sponsors the Hawthorne Residential Partners 401(k) Profit Sharing Plan & Trust?
Hawthorne Residential Partners 401(k) Profit Sharing Plan & Trust is sponsored by Hawthorne Residential Partners, located in North Carolina. The sponsor's EIN is 264141876 and the plan operates in the Real Estate industry.
How did Hawthorne Residential Partners 401(k) Profit Sharing Plan & Trust perform in 2023?
Hawthorne Residential Partners 401(k) Profit Sharing Plan & Trust grew by 42.8% during 2023, moving from $14M to $20M in total assets. Net income was $6M.
Where can I find official filings for Hawthorne Residential Partners 401(k) Profit Sharing Plan & Trust?
Official Form 5500 filings for Hawthorne Residential Partners 401(k) Profit Sharing Plan & Trust are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 264141876 or plan name at efast.dol.gov.
How does Hawthorne Residential Partners 401(k) Profit Sharing Plan & Trust compare to other plans?
You can compare Hawthorne Residential Partners 401(k) Profit Sharing Plan & Trust against other 401(k) plans on the plan type page, or view plans in North Carolina on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 264141876.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.